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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,401 | $64,359-23.2% | $90,161-45.2% | $70,126-29.6% |
| Participation rate | 54.3% | 70.4%-16.1pp | 76.9%-22.6pp | 69.5%-15.3pp |
| Annual return | 19.78% | 28.13%-8.3pp | 34.89%-15.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,687 | $4,389-38.8% | $5,287-49.2% | $3,332-19.4% |
| Admin fee / account holder | $3,428 | $3,945-13.1% | $5,943-42.3% | $4,645-26.2% |